
The post Ep. 360: August WealthTech News appeared first on and was written by Elana Iskowitz. Welcome to the August WealthTech news. We almost shipped this last week, but then we would have missed the biggest story of the summer that just landed: Vanguard is acquiring Altruist for $4 billion. The rest of the month is platforms getting more aggressive, Bloomberg buying Canoe, Orion printing $6.6 trillion in AUA and pushing […] The post Ep. 360: August WealthTech News appeared first on and was written by Elana Iskowitz.
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The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth

Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning

When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth

AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group
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